KIA

KCM Investment Advisors Portfolio holdings

AUM $3.11B
1-Year Est. Return 18.14%
This Quarter Est. Return
1 Year Est. Return
+18.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.49B
AUM Growth
+$24.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
415
New
Increased
Reduced
Closed

Top Buys

1
+$3.37M
2
+$3.26M
3
+$2.29M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$1.82M
5
AMT icon
American Tower
AMT
+$1.77M

Top Sells

1
+$12.4M
2
+$11M
3
+$10.2M
4
MSFT icon
Microsoft
MSFT
+$7.04M
5
WFC icon
Wells Fargo
WFC
+$6.56M

Sector Composition

1 Technology 18.26%
2 Healthcare 8.35%
3 Consumer Staples 8.09%
4 Consumer Discretionary 7.71%
5 Industrials 6.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$25.7M 1.03%
176,730
+1,582
27
$25.7M 1.03%
315,828
+10,452
28
$25.2M 1.01%
236,810
+4,578
29
$25.1M 1.01%
88,504
+2,157
30
$24.8M 1%
735,993
+8,900
31
$24.4M 0.98%
81,671
-4,452
32
$22.7M 0.91%
106,820
-4,141
33
$21.4M 0.86%
506,350
-291,970
34
$20.8M 0.83%
188,518
-6,253
35
$20.3M 0.82%
106,355
-1,714
36
$20.3M 0.81%
17,593
-454
37
$20.2M 0.81%
90,971
-574
38
$19.4M 0.78%
160,751
-9,587
39
$18.2M 0.73%
159,472
-40,067
40
$17.8M 0.71%
40,163
-765
41
$17.6M 0.71%
85,664
+905
42
$17.4M 0.7%
159,746
-2,704
43
$16.4M 0.66%
118,583
-7,063
44
$16.2M 0.65%
43,743
-4,544
45
$16.2M 0.65%
163,043
-3,625
46
$15.7M 0.63%
84,149
-4,433
47
$15.5M 0.62%
538,539
-41,251
48
$15.2M 0.61%
32,434
+6,960
49
$14.6M 0.59%
48,881
-2,888
50
$14.6M 0.59%
59,386
-488
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